Proposal follow-up for Pellegrin Hart

Email thread

Jordan stated the Growth proposal at £62k including implementation, with signing targeted for 12 May 2026. Allison said the team likes it and passed a one-page summary to Gary, who may ask about payback.

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What this says

As at Fri 9 Oct 2026

Jordan stated the Growth proposal at £62k including implementation, with signing targeted for 12 May 2026. Allison said the team likes it and passed a one-page summary to Gary, who may ask about payback.

Ask: Allison wanted to know how fast the first connectors go live and asked for a one-page summary for Gary, before open enrollment.

Customer view: The team likes the proposal. She flagged it to Gary as a priority and warned of payback questions.

Next: Jordan to be ready for a note from Gary on payback.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

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The thread

Updated 9 Oct 26

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Messages4

First message2026-04-02

Last message2026-04-13

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Jordan Pike 2 Apr 2026 17:54
to Allison Pereira
Hi Allison, Thanks again for walking through the proposal with me. To be transparent, the Growth proposal comes to £62,000 in total, and that includes the one-off implementation fee. I've attached the full breakdown. Our target is to have everything signed by 12 May 2026, so that you're live well ahead of open enrollment. What questions are still open on your side? Thanks, Jordan
Allison Pereira 7 Apr 2026 15:06
to Jordan Pike
Jordan, Sorry for the slow reply, it's been renewals all week. The team likes it. Two things: - What's the signal on how fast the first connectors go live? - Can you give me a one-page summary I can hand to Gary? Before open enrollment, please. I don't want a backlog. Best, Allison
Jordan Pike 9 Apr 2026 11:48
to Allison Pereira
Allison, Here's where we are. I've attached a one-page summary for Gary covering scope, the £62,000 total and the implementation plan. Connector timing is written into the order form as a commitment, so you'll see it in black and white. If it helps, I can join a short call with Gary to take him through it. Thanks, Jordan
Allison Pereira 13 Apr 2026 10:37
to Jordan Pike
Jordan, Thanks, this is what I needed. I've passed it to Gary and flagged it as a priority. He may come back with questions on payback, so expect a note from him. Best, Allison

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